Annuity Application Platform
Submit applications with confidence and speed
Online apps are table stakes
Efficient and compliant application submissions are essential for growth in the annuity market, but paper-based processes, high error rates, and long cycles frustrate clients and slow business. With rising regulatory demands and client expectations for faster service, a streamlined submission solution is critical.
Future growth demands efficiency
Managing carrier forms, ensuring compliance, reducing errors, and adapting to regulatory demands can be overwhelming as you scale. As digital transformation reshapes the industry, these challenges will grow. Firms will need to handle more submissions faster, all while maintaining accuracy and compliance.
Partner with a trusted provider
AnnuityNet is designed to revolutionize annuity application submissions. This all-in-one platform empowers carriers to digitize the process with built-in suitability questionnaires and automated validation. Helping substantially increase IGO rates and next-day policy issuance, AnnuityNet lets distributors and carriers focus on sales—not paperwork.
Key features
Industry-Leading Application Accuracy
Helps increase IGO rates through automated validation and streamlined application workflows
Rapid Application Processing
Enables next-day policy issuance through efficient digital submissions and automated compliance checks
Customizable Application Workflows
Users can manage application forms, screens, questions, and rules without developer assistance
Market-Leading Platform
Most widely used annuity application platform by carriers and the preferred solution for bank and broker-dealer channels
Seamless Integration
Easy integration with back-office systems and producer platforms for efficient application submission
Enterprise-Grade Security
Built on a secure, robust, scalable, and redundant SaaS platform with ISO 27001 Certification
Ready to transform your annuity application process?
Contact our team to discover how AnnuityNet can streamline your submissions while maintaining compliance and accuracy.
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